SOR

Source Capital
SOR

Overview Fund Activity

49 hedge funds and large institutions have $31.9M invested in Source Capital in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$950K
2
Wells Fargo
2
Wells Fargo
California
$4.68M
3
DADC
3
D.A. Davidson & Co
Montana
$810K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.95M
5
SL
5
Summitry LLC
California
$336K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
Comerica Bank
2
Comerica Bank
Texas
$0
3
Citigroup
3
Citigroup
New York
$145K
4
Goldman Sachs
4
Goldman Sachs
New York
$1.58M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
– -$311K -5,000 Closed
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
– -$123K -1,983 Closed
MA
53
MUFG Americas
New York
– -$93K -1,500 Closed
CFSG
54
Community Financial Services Group
Vermont
– -$19K -300 Closed
Jones Financial Companies
55
Jones Financial Companies
Missouri
– -$1K -20 Closed
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